Advisory

AI Advisory Retainer for Leadership Teams

A fractional AI advisor for use-case decisions, vendor review, policy and governance, and staff enablement. We work in the tools your organization already approves, not a platform you have to add.

Price/From $8,000 per month, three-month minimum. Roughly 10 hours per month of advisory plus one enablement session per quarter.

Who it is for

Healthcare and legal leadership teams that already have AI use underway or a ranked list of use cases, and need a partner for the next decisions.

A workshop is useful but not required. If you already have a use-case list, we start there.

Work inside your approved environment

We review and improve how your team uses the AI, document, collaboration, and review tools it already has approval to use. Intake captures the current tool and account boundaries, then the safe-use map and policy stay aligned as those tools or use cases change.

What happens

We decide which use case moves next, test vendor claims, update policy when a tool is approved, and unblock work that stalled in review.

One quarterly enablement session keeps the safe-use map current as staff, approved tools, and use cases change.

The scope is advisory hours plus a fixed number of enablement sessions. That keeps the work focused on decisions and capability, rather than open-ended staff augmentation.

What the organization keeps

  • A live use-case pipeline, reviewed and re-ranked as work changes
  • Vendor and tool decisions with the reasoning behind each one on record
  • Updated policy and governance guidance for the tools your organization approves
  • A quarterly enablement session for staff
  • Direct access to me for the questions that come up between sessions

Logistics

Format
Recurring advisory calls plus one enablement session per quarter. Virtual by default.
Group size
A small, consistent group: the executive sponsor plus the people who own the use-case pipeline and vendor decisions.
Time commitment
Roughly 10 hours per month of advisory time, plus one quarterly enablement session.
Delivery
Led by me personally, in every session.
Preparation
Your running use-case list, current vendor questions, and approved-tool inventory.

Common questions

What exactly does the retainer cover?
Use-case decisions, vendor and tool review, policy and governance guidance, staff enablement, and direct access when a decision is stuck. The engagement is defined as advisory hours plus a set number of quarterly enablement sessions.
Do we need to run the workshop first?
Not strictly, but retainers usually follow a workshop, because the workshop's ranked use-case portfolio becomes the retainer's agenda from month one instead of spending the first month building one from scratch.
How many hours do we actually get?
Roughly 10 hours per month of advisory time, plus one enablement session per quarter. Hours are tracked against that scope so both sides know where the engagement stands.
What is the minimum commitment and cost?
From $8,000 per month, with a three-month minimum.
Who at my organization should be on the calls?
Whoever owns the AI decisions: the executive sponsor, the person accountable for the use-case pipeline, and whoever is fielding the vendor and compliance questions. The retainer works best with a small, consistent group rather than a rotating cast.

Ready to talk through the retainer?

Tell me where your use-case list currently stands, and what is blocking the next decision.

Start a conversation